We do not accept commissions from any firm, fund or investment that we recommend.

We are an ERISA* fiduciary. By law, we must put our client’s interest before the firm's.

How does MVM get paid, we charge;

an investment advisory fee; a fee based on your account balance and your individual investment needs.

And/or a fee for designing a personal financial plan.

*The Employee Retirement Income Security Act of 1974 (ERISA)

What we do

MVM has a disciplined process to help you identify your unique needs and to design an investment plan based on those needs. Your MVM Financial Advisor works side-by-side with you through the process to build and implement a long-term plan specifically designed for you.